Tax Services & Planning

Forward thinking. That is the Thaney & Associates CPAs, P.C. vision. Whether it’s an individual, corporate, partnership, not-for-profit, estate, trust or gift tax return, our tax accountants don’t just look behind at the year that has passed. We want to look at the upcoming year and the years ahead to determine what the best course is for you. We know that planning is the key to creating the most desirable tax situation possible. 

The Thaney & Associates CPAs, P.C.’s tax preparation approach is a proactive one. We work in conjunction with your other professional partners– attorneys, bankers, financial advisors, insurance representatives– to maximize your tax advantages while avoiding unpleasant end-of-year surprises. This approach, combined with our always-current knowledge of new developments in tax laws, will generate substantial tax saving for you.

At Thaney & Associates CPAs, P.C., we specialize in helping you plan proactively to maximize your tax advantages while avoiding unpleasant end-of-year surprises. In addition, this approach, together with our current knowledge of new developments in tax laws, results in substantial tax savings for you.

Our experience has shown that the most effective planning is often done in conjunction with other professionals – attorneys, bankers, insurance representatives, retirement plan advisors, and financial consultants. We are very pleased to work closely with all the professionals who have your best interest at heart.

Our tax services include:

  • Corporate tax planning
  • Personal income tax planning
  • Incorporations and liquidations
  • Evaluation of tax advantaged investments
  • Retirement plans
  • Tax examinations and appeals
  • Reorganizations and recapitalizations
  • Professional corporations
  • Auditing
  • Trusts
  • Valuation of closely held business interests for gift, estate, buy-sell agreements and other matters

We stand behind every tax return we prepare, including taking a strong supporting role when representing our clients before the IRS or other tax authorities.

Contact us to inquire more or request financial services.